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JPMorgan Chase
JPM

Overview Fund Activity

3,219 hedge funds and large institutions have $385B invested in JPMorgan Chase in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 1,503 increasing their positions, 1,224 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,219
Holders Change
-6
Holders Change %
-0.19%
% of All Funds
56.53%
Holding in Top 10
651
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.86%
% of All Funds
11.43%
New
129
Increased
1,503
Reduced
1,224
Closed
90
Calls
$6.36B
Puts
$9.91B
Net Calls
-$3.55B
Net Calls Change
-$921M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$676M
2
Capital World Investors
Capital World Investors
California
+$453M
3
AS
Altshuler Shaham
Israel
+$329M
4
Barclays
Barclays
United Kingdom
+$305M
5
Franklin Resources
Franklin Resources
California
+$299M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$41.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
4
BlackRock
BlackRock
New York
-$807M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1576
HCR Wealth Advisors
California
$3.95M +$250K +1,528 +7%
KA
1577
Kovack Advisors
Florida
$3.95M +$346K +2,116 +10%
BOS
1578
Bank of Stockton
California
$3.94M +$40.3K +246 +1%
AL
1579
Aspiriant LLC
California
$3.93M -$33.4K -204 -0.8%
FHA
1580
Flagship Harbor Advisors
Massachusetts
$3.92M – – –
GCM
1581
Gables Capital Management
Florida
$3.9M -$67.9K -415 -2%
SAM
1582
Sawgrass Asset Management
Florida
$3.88M -$1.14M -6,959 -23%
RCA
1583
Resonant Capital Advisors
Wisconsin
$3.88M +$576K +3,521 +17%
MCM
1584
Manchester Capital Management
Vermont
$3.88M +$318K +1,942 +9%
SCI
1585
S&CO Inc
Massachusetts
$3.87M – – –
MIP
1586
Marietta Investment Partners
Wisconsin
$3.87M +$111K +677 +3%
CBA
1587
Coastal Bridge Advisors
Connecticut
$3.86M +$327 +2 +0%
NL
1588
NWAM LLC
Washington
$3.86M -$139K -850 -3%
EWM
1589
Evermay Wealth Management
Virginia
$3.86M -$170K -1,036 -4%
NPA
1590
Nichols & Pratt Advisers
Massachusetts
$3.86M – – –
PCA
1591
Peddock Capital Advisors
Massachusetts
$3.85M +$17.7K +108 +0.5%
PTP
1592
Platform Technology Partners
New York
$3.85M -$736K -4,495 -16%
LDB
1593
Lee, Danner & Bass
Tennessee
$3.85M -$149K -910 -4%
FCA
1594
FLC Capital Advisors
California
$3.84M – – –
LCM
1595
Liberty Capital Management
Michigan
$3.84M +$99.2K +606 +3%
AIM
1596
Anchor Investment Management
South Carolina
$3.84M +$150K +917 +4%
MCM
1597
MV Capital Management
Maryland
$3.84M +$671K +4,100 +21%
RWA
1598
Roberts Wealth Advisors
California
$3.84M +$3.84M +23,464 New
ITIM
1599
Indiana Trust & Investment Management
Indiana
$3.84M -$271K -1,654 -7%
GBT
1600
Grove Bank & Trust
Florida
$3.83M +$175K +1,071 +5%
62 63
64
65 66